DELIVER AN OUTSTANDING CLIENT ONBOARDING EXPERIENCE
Processes and documentation ensure consistency in your operations and client experience. Every Wednesday, we share an AI prompt to help you turn documentation from an afterthought into an opportunity to improve efficiency.
The scenario:
Getting all the i’s dotted and the t’s crossed during client onboarding can be a head-spinning exercise. This prompt helps you create a framework to avoid missed configurations, unclear expectations, and inadequate documentation.
The prompt:
You are a client success manager at an MSP with clients in [insert industries]. Create a master onboarding framework to ensure consistent, professional client experiences:
The pre-onboarding phase (contract signing to Day 1).
Week 1: Foundation and assessment.
Week 2-4: Implementation and integration.
Month 2: Optimization and training.
Month 3: Stabilization and success measurement.
Each phase should include specific deliverables, quality checkpoints, client communication requirements, internal handoffs, risk mitigation steps, and success criteria. Format it as a project management framework with templates, checklists, and timeline management tools.